Added to YB: 2024-03-15
Pitch date: 2024-03-14
S [bullish]
SentinelOne, Inc.
-36.04%
current return
Author Info
No bio for this author
Company Info
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company’s Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization’s endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats.
Market Cap
$5.7B
Pitch Price
$23.14
Price Target
37.00 (+145%)
Dividend
N/A
EV/EBITDA
-16.88
P/E
-12.96
EV/Sales
5.45
Sector
Software
Category
growth
SentinelOne, Inc.: What Investors Need to Know (Bernstein)
S: Bernstein $37 PT on low churn, macro headwinds lapping, upsell/cross-sell potential. NRR seen flat near-term, recovering 300-400bps by 2025. Mid-to-high 30% rev growth through FY27, FCF ~20% by '27. 12x NTM rev multiple + DCF = $37 PT. Maintain Outperform.
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